07/30/2010 白天灌水

Forevergreen

应该是1115
shoujie 发表于 2010-7-30 15:24

    can not get there today!

栀子花开

星星阿，月亮啊，谁告诉我一下我卖不卖啊，这么整周一要红阿
wyemlyy 发表于 2010-7-30 15:24

    真的吗真的吗？那俺要不要跑呀？星星呀，月亮呀！

shoujie

记得蛇大说过，最后半小时的走势不能说明什么。。。是真的吗？

dommy

符合刚才再冲十点的卫星!

应该是1115
shoujie 发表于 2010-7-30 15:24

flovestock

星星阿，月亮啊，谁告诉我一下我卖不卖啊，这么整周一要红阿
wyemlyy 发表于 2010-7-30 15:24

   我准备卖了,因为加拿大周一不开市

sfbayarea

today too busy, no time to BS.
The put option OI increase a large amount, so be careful.
Since OI increase, we needs to pay attention to option volume and strike price next.

shoujie

你跟，先骗牛牛。。。你杀，再宰熊熊。。。

shoujie

today too busy, no time to BS.
The put option OI increase a large amount, so be careful.
Since OI  ...
sfbayarea 发表于 2010-7-30 15:27

OPTION 老大，再用白话解释一下。。。

kenwind

Add water to gain some Hutong $

q  A slowdown, not double dip. CS global and regional economists and strategists share the view that a slowdown in the global and regional economies in 2H appears imminent but a double-dip recession remains highly unlikely. Taking the view that 2010 is comparable to 2004, CS regional strategist, Sakthi Siva, is looking for a 14% rebound in the non-Japan markets in 2H10 to her MSCI target of 550. Accordingly, we are raising the beta for Credit Suisse’s Singapore model portfolio.
q  Increasing property and capital goods weightings. We are increasing our OVERWEIGHT for property further. At the same time, we are reducing our UNDERWEIGHT for capital goods
q  Funded by banks and telecom. To fund the increase above, we have downgraded telecom from Overweight to MARKET WEIGHT by cutting. We have also reduced our OVERWEIGHT in banks from 39.5% to 35.5%. Overall, we are OVERWEIGHT property, transport, banks and financials and UNDERWEIGHT capital goods, consumer discretionary and consumer staples. Telecom is MARKET WEIGHT.

90ufo

today is not all -up day.  UUP is down a little.

skywalker2006

Xing, followed you bought HGU.TO, set stop at trendline. Thanks a lot for the info.

栀子花开

我准备卖了,因为加拿大周一不开市
flovestock 发表于 2010-7-30 15:27

    俺也在想要不要卖。反正俺只要卖掉的准大涨。为了牛牛们，俺准备舍身饲熊了，大义凛然！

Newbull

蛇老大，如果大盘收绿。是不是有利于牛。也就是说短期的回调结束？

xiaochong

today too busy, no time to BS.
The put option OI increase a large amount, so be careful.
Since OI  ...
sfbayarea 发表于 2010-7-30 15:27

    what' s the meaning bs?

kenwind

We look for the market to continue to rally over the coming weeks with the belly leading the way.

Another jobless recovery keeps the Fed under intense pressure to provide stimulus.

We think the FOMC will deliver a more aggressively dovish statement at the August 10 meeting.

Consistent with the Japanese experience, the intermediate part of the curve continues to richen as Fed tightening expectations are pushed further out the curve.

The long end can remain steep and might well steepen further as very long-dated forwards remain relatively sticky in expectation of a return to more normal growth and short rates in the (increasingly distant) future.

This is consistent with a concave yield curve through the 10-year point, with butterflies moving into negative territory across this part of the swaps and Treasury curve.


Treasuries.
Interpreting the questions in the Treasury’s quarterly refunding survey, we believe the Treasury may be considering maintaining its issuance of Treasury bills and longer-maturity coupons as it pares back its overall borrowing pace. With the Treasury already committed to issuing TIPS and narrower budget deficits anticipated in 2011 and 2012, this will likely require further cuts in the monthly issuance of shorter-maturity coupons into 2011. This provides further support, in addition to expectations for slowing growth and a Fed on hold through 2011, of our view that the belly of the curve has further to rally.

We review market inflation expectations and consider the relationship between energy futures and the TIPS market.

Forevergreen

what' s the meaning bs?
xiaochong 发表于 2010-7-30 15:31

    bloody show_off?:lol

shoujie

MONEY FLOW 灰常的不好。。。

schmd2000

回复 574# xiaochong

I think it means bullshit,

福多多

what' s the meaning bs?
xiaochong 发表于 2010-7-30 15:31

    BS就是牛米共。

wyemlyy

跳吧，你就跳吧，那谁谁不是跳下去了，那谁谁谁不是跳下去了，你也跳呀
跳了我就捞你